Ruedi Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
9,464
+2
| +0% | +$85 | 0.12% | 47 |
|
|
2025
Q1 | $364K | Sell |
9,462
-268
| -3% | -$10.3K | 0.11% | 42 |
|
|
2024
Q4 | $394K | Buy |
9,730
+3
| +0% | +$121 | 0.12% | 39 |
|
|
2024
Q3 | $386K | Buy |
9,727
+2
| +0% | +$79 | 0.13% | 41 |
|
|
2024
Q2 | $365K | Sell |
9,725
-46
| -0.5% | -$1.73K | 0.14% | 41 |
|
|
2024
Q1 | $357K | Sell |
9,771
-53
| -0.5% | -$1.94K | 0.15% | 42 |
|
|
2023
Q4 | $327K | Sell |
9,824
-61
| -0.6% | -$2.03K | 0.15% | 37 |
|
|
2023
Q3 | $296K | Sell |
9,885
-196
| -2% | -$5.87K | 0.17% | 35 |
|
|
2023
Q2 | $312K | Sell |
10,081
-278
| -3% | -$8.62K | 0.18% | 34 |
|
|
2023
Q1 | $298K | Sell |
10,359
-52
| -0.5% | -$1.5K | 0.19% | 32 |
|
|
2022
Q4 | $281K | Buy |
+10,411
| New | +$281K | 0.2% | 35 |
|